How Tera auto-drafts bills and receipts

Upload a document and FinPilot turns it into a draft bill or expense for you to review — no manual data entry.

How it works

1. In the FinPilot Hub, click Upload (or drag a file) — PDF, JPG, or PNG. On mobile, use the FinPilot button and pick a photo or file.
2. The first time, accept the AI consent notice.
3. Choose the document type: Expense Receipt or Vendor Bill / Invoice.
4. FinPilot reads the document — merchant/vendor, amount, date, and line items — and then:
   - for a receipt, matches it to your card or wallet transactions;
   - for a bill, adds a draft to the AP Inbox and matches it to purchase orders.
5. Review the draft — it's marked Need Review — fix anything that's off, and approve it.

Note: Always double-check the extracted amounts before approving. FinPilot is accurate most of the time, but you're the final check. See What FinPilot can access and its limits.